SDRCX Mutual Fund

SDRCX Mutual Fund (Swan Defined Risk Fund Class C) is managed by Swan Capital Management with $32.7M in net assets. SDRCX expense ratio is 2.25%, holding 17 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2012-10-18.

SDRCX performance shows a YTD return of 4.13%. The 1-year return is 10.75% and the 5-year return is 4.97%. SDRCX dividend yield stands at 11.03%, paid annually.

SDRCX top holdings include Ishares Core S&p 500 ETF (59.2%), Technology Select Sector Spdr (9.8%), Spx Us 12/17/27 P7350 (6.0%), Microsoft Corporation 3.95 08/08/2056 (5.7%), Financial Select Sector Spdr F (3.7%). Go to all SDRCX holdings, SDRCX sectors, or SDRCX dividends.

SDRCX can be compared against other funds. Use SDRCX overlap to find shared positions, or SDRCX vs another fund for a side-by-side view. SDRCX alternatives are available via the screener, along with tax-loss harvesting opportunities.